Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $42.2B
1-Year Est. Return 18.09%
This Quarter Est. Return
1 Year Est. Return
+18.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.78B
AUM Growth
+$767M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,913
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$23.3M
3
+$23.1M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$17.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$13.4M

Top Sells

1
+$22.2M
2
+$14.8M
3
+$14.5M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$11.1M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$8.63M

Sector Composition

1 Financials 8.93%
2 Healthcare 8.69%
3 Technology 7.57%
4 Industrials 6.91%
5 Communication Services 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.95M 0.02%
76,004
-1,807
627
$1.94M 0.02%
109,151
-69,223
628
$1.93M 0.02%
26,636
-750
629
$1.93M 0.02%
10,716
+320
630
$1.93M 0.02%
43,252
+264
631
$1.92M 0.02%
130,736
-46,089
632
$1.92M 0.02%
17,342
-2,412
633
$1.92M 0.02%
18,414
+839
634
$1.91M 0.02%
78,701
+271
635
$1.9M 0.02%
79,016
-7,312
636
$1.9M 0.02%
22,646
+1,775
637
$1.89M 0.02%
54,093
-3,506
638
$1.89M 0.02%
36,731
+2,899
639
$1.88M 0.02%
30,115
+1,777
640
$1.88M 0.02%
29,277
+2,960
641
$1.88M 0.02%
13,383
-158
642
$1.88M 0.02%
32,831
+51
643
$1.87M 0.02%
122,628
+11,883
644
$1.86M 0.02%
141,339
+11,500
645
$1.85M 0.02%
35,105
+850
646
$1.84M 0.02%
18,683
+1
647
$1.84M 0.02%
70,531
+17,450
648
$1.83M 0.02%
143,913
-9,897
649
$1.83M 0.02%
108,660
-1,323
650
$1.82M 0.02%
18,546
+10,806
24 25
26
27 28